SHAPING LIFE'S PURSUITS

Financial planning and investment advisory services; Investment of funds for others; Financial services, namely, wealth management services; Financial planning; Financial advisory services; Providing information in the field of wealth management; Providing information in the field of financial planning

Educational services, namely, providing classes, seminars, webinars, and workshops in the fields of finance, wealth management, and financial planning; Educational services, namely, conducting informal on-line programs in the fields of finance, wealth management, and financial planning